INSURANCE SOLUTIONS
At My FA Brokerage Partners, we understand the critical role insurance plays in a comprehensive financial plan.
Our Insurance Brokerage services are designed to empower financial advisors and firms with innovative, client-focused solutions that seamlessly integrate into their practice. From life insurance and annuities to advanced strategies such as premium financing and sophisticated estate and tax planning solutions, we provide the expertise and resources you need to deliver unparalleled value to your clients.
Why Partner with My FA Brokerage Partners for Your Insurance Solutions?
Whether you're a captive insurance advisor seeking a strategic partner for your outside business, or a broker-dealer or RIA looking to integrate insurance solutions and create a new revenue stream, we’re here to guide you every step of the way. Let’s work together to ensure your clients receive the protection and planning they need — while you build a stronger, more resilient practice. My FA Brokerage Partners’ services are designed to help you thrive, stand out, and achieve long-term success.
Partnering with us means access to a concierge-style approach to insurance solutions. We serve as your personal liaison to a network of trusted carriers and product specialists, ensuring you have the right tools and support to meet your clients’ unique needs. Whether you’re looking to protect generational wealth, create tax-efficient strategies, or address complex estate planning goals, our team brings clarity and confidence to every step of the process.
Advisors often overlook the power of insurance in their wealth planning strategies—but we’re here to change that. With My FA Brokerage Parters, you’ll gain the insights, expertise, and products to unlock new opportunities for your clients while differentiating yourself from the competition. Our mission is to help you deepen client relationships, enhance retention, and grow your business with strategies that deliver long-term value for everyone involved.
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Our Expertise…Your Success
For the ADVISOR
We help advisors identify and implement advanced insurance strategies that enhance their offerings, grow their revenue streams, and deepen client relationships, all while positioning them as comprehensive financial experts.
For the FIRM
We partner with firms to integrate innovative insurance solutions into their service model, creating opportunities for revenue growth, improved client retention, and a competitive edge in the marketplace.
For the CLIENT
Through our partnership with a concierge-level brokerage firm, we deliver personalized, advanced insurance solutions designed to protect wealth, optimize financial plans, and provide peace of mind for the future.
Innovative, client-focused solutions that seamlessly integrate into your advisory practice.
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Support@MyFABrokeragePartners.com
LEGAL DISCLAIMER
My FA Brokerage Partners is a separate and independent entity from My FA Coach.
While Kristin Andree, the sole owner of My FA Coach, does have ownership in My FA Brokerage Partners, the two entities operate as distinct businesses. Any services, advice, or recommendations provided by My FA Brokerage Partners are solely the responsibility of My FA Brokerage Partners and are not directly affiliated with or guaranteed by My FA Coach.